First you need to create your personal or business Insly account by signing up from our webpage. When you log in to your account for the first time, the system will guide you through the steps required to start working on Insly. If you need help with the initial setup, don’t hesitate to get in touch with us and we can assist and provide initial training at no extra cost to you.
Yes, we can do a wide variety of bespoke solutions. We have 15 years of experience in the insurance software development industry and solving challenges is our bread and butter. Contact our sales team by e-mail firstname.lastname@example.org for more details, we are happy to discuss your needs confidentially and in detail.
Your data security is paramount to us and we employ the highest level of security. Hosting of the Insly system is provided by TeliaSonera Group or Google Cloud Platform located in European Union (EU). Security is as follows:
Access to the live system is based on:
Level 1: user defined passwords with no requirements
Level 2: numbers and letters are required
Level 3: capital letters, lower case letters, numbers and certain symbols are required
Yes, you can! Because Insly is cloud-based insurance software you can work from anywhere, at any time. You only need an internet connection and a device with web browser.
Data storage is unlimited and included in monthly license fee.
Of course! Insly has a built in import tool that can pull your customer and policy data from any .xls or .csv file. If you are an established company with an extensive amount of legacy data, please contact us at email@example.com and we can assist and advise to get your existing data to the cloud swiftly and securely.
It doesn’t matter whether you’re working with the largest insurers in the world or with small companies only operating in your country, Insly lets you add all the insurance companies you work with yourself from system settings.
Insly places no restrictions on the types of insurance products and you can create your own custom products from the system. That said, we are always happy to help you add your product to Insly if the scheme is very complex. We love challenges 🙂
Yes. See previous.
Yes, Insly supports multiple levels of access. You can go into quite a bit of detail – give different rights by user, department, branch office or user group. All of this can be set up by you.
No, customer support is included in the monthly license fee.
We currently accept Visa, Mastercard and Paypal payments. American Express is not supported.
There are no setup costs involved for using standard Insly functionality. Just sign up, set up your account, choose suitable payment method and you’re good to go!
No, Insly is fully cloud-based and you need internet access to use the system. You are able to export data from the system however.
Yes, our API allows you to add basically any kind of integration with ease. API docs are available and can be accessed from system management when logged into your Insly account.
We don’t have a mobile app, but Insly design is responsive. This means that you can use it on any device with a web browser.
Yes, you can send out all policy related things like invoices, documents, offers (or quotes), debt notices and more. You can even make your invoice and debt notice sending completely automatic.
Not yet, but SMS functionality is under development and will be ready soon.
We are located in London with our main development office in Tallinn, Estonia. For all office contacts, take a look at our contacts page